Case Study: Small Advisory Firm Sees Retention Rates Rise 50%

We know eMoney helps financial professionals grow their business by giving them the tools needed to better serve their clients, but we want you to hear it straight from those who we’ve helped the most–real eMoney users. Check back here regularly for new advisor Case Studies that answer your critical questions, and give you a summary of how eMoney can benefit your business. This week, we look at a small advisory firm that saw retention rates rise more than 50% after adopting eMoney.

This data was compiled from a recent survey of more than 5,400 eMoney users, conducted and verified by an independent, third-party research organization, TechValidate. To view the complete survey findings, visit this website.

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The eMoney Advisor blog is your source for the latest news relevant to the Financial Advisor community. We cover financial trends, advances in technology, and the newest updates to the eMoney platform while providing best practices that will help you grow your business and better serve your clients.